Big Tech Regulation Watch

EU sovereignty push targets Big Tech cloud and AI assistants

EU sovereignty push targets Big Tech cloud and AI assistants

Key Questions

What measures are included in the EU's Tech Liberation Day package?

The package comprises Chips Act 2.0 and the Cloud/AI Development Act (CADA), which requires services not subject to third-country control to qualify for public-sector contracts. It also classifies cloud services under a four-tier framework and ties data-center expansion to climate compliance.

How will the new rules affect US cloud providers?

AWS and Azure are expected to be designated as gatekeepers under the DMA, requiring them to restructure operations or lose EU public-sector business. Qwant has already begun switching to European cloud providers in response.

What obligations has the EU placed on AI assistants and messaging services?

The EU has designated AI assistants as gatekeepers under the DMA and ordered Meta to open WhatsApp to rival chatbots within five days. It has also told TikTok to alter its addictive design features under the DSA.

What is the status of Apple's AI tools in Europe?

The European Commission stated that Apple failed to make its AI tool compliant, leading Apple to delay the rollout of Siri AI in Europe indefinitely. Apple CEO Tim Cook held constructive talks with EU officials on the matter.

Are any additional antitrust actions underway against Apple in the EU?

Italy has opened an antitrust probe into Apple's cloud services under the DMA, and Big Tech firms are mounting legal challenges against their DMA obligations. The French spy agency DGSI has also shifted from Palantir to a local provider.

EU unveiled 'Tech Liberation Day' package including Chips Act 2.0 and Cloud/AI Development Act (CADA) with 'not subject to third country control' condition, forcing US cloud providers to restructure or lose public sector contracts. EU designates AI assistants as gatekeepers under DMA. CADA's four‑tier framework classifies cloud services. Qwant switching to European cloud providers. EU ordered Meta to open WhatsApp to rival AI chatbots for free within five days via interim measures. EU Commission states Apple failed to make its AI tool compliant; Apple indefinitely delays Siri AI in Europe. EU tells TikTok to change 'addictive' design under DSA. EU proposed separate tech sovereignty package. Italy opened antitrust probe into Apple's cloud services under DMA. Big Tech companies escalating legal challenges against DMA obligations. French spy agency (DGSI) dropped Palantir for local rival. New: EU is about to designate AWS and Azure as gatekeepers under DMA. EU energy commissioner tied AI data centre expansion to climate compliance. Tech Sovereignty Package adds operational criteria for data centre design and sustainability. New: Tim Cook and EU tech chief Virkkunen held constructive talks on Siri AI delay, signaling possible de-escalation; Apple still cites privacy concerns.

Sources (4)
Updated Jul 3, 2026